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SYSTM Wealth Solutions’s Yum China YUMC Stock Holding History

SYSTM Wealth Solutions’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-60
Closed -$1.85K – 649
2024
Q2 		$1.85K Hold
60
– – ﹤0.01% 621
2024
Q1 		$2.39K Hold
60
– – ﹤0.01% 890
2023
Q4 		$2.55K Buy
+60
New +$2.79K ﹤0.01% 929

Other funds holding YUMC

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's YUMC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Yum China (YUMC) in Q3 2024, closing a stake of 60 shares — an estimated $1.85K sold.

SYSTM Wealth Solutions first reported a position in YUMC in Q4 2023 and held it in 3 quarters. The position peaked at $2.55K in Q4 2023. 680 funds tracked by Wall St. Rank hold YUMC as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Yum China position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 60 Yum China shares in Q3 2024, an estimated $1.85K.
  • SYSTM Wealth Solutions first reported a position in Yum China in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Yum China position peaked at $2.55K in Q4 2023.
  • 680 funds tracked by Wall St. Rank held Yum China as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.